Commonwealth Equity Services’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Commonwealth Equity Services’s Portfolio AVSU Stock Details AVSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.1M	Sell	137,229 -2,746	-2%	-$230K	0.02%	837
2026 Q1	$10.3M	Buy	139,975 +24,850	+22%	+$1.92M	0.01%	873
2025 Q4	$8.78M	Sell	115,125 -130	-0.1%	-$9.73K	0.01%	963
2025 Q3	$8.48M	Sell	115,255 -382	-0.3%	-$27.2K	0.01%	1015
2025 Q2	$7.93M	Buy	115,637 +2,048	+2%	+$130K	0.01%	1049
2025 Q1	$7.08M	Sell	113,589 -3,902	-3%	-$258K	0.01%	1066
2024 Q4	$7.77M	Buy	117,491 +680	+0.6%	+$45.5K	0.01%	961
2024 Q3	$7.63M	Buy	116,811 +2,968	+3%	+$187K	0.01%	967
2024 Q2	$7.03M	Sell	113,843 -1,699	-1%	-$102K	0.01%	994
2024 Q1	$7.1M	Buy	115,542 +2,992	+3%	+$174K	0.01%	958
2023 Q4	$6.32M	Sell	112,550 -5,265	-4%	-$272K	0.01%	971
2023 Q3	$5.84M	Buy	117,815 +59,042	+100%	+$3.05M	0.01%	953
2023 Q2	$3.03M	Buy	+58,773	New	+$2.88M	0.01%	1345
2023 Q1	–	Sell	-5,270	Closed	-$241K	–	3778
2022 Q4	$241K	Buy	+5,270	New	+$242K	﹤0.01%	3060

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Commonwealth Equity Services's AVSU Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Avantis Responsible US Equity ETF (AVSU) stake by 2% in Q2 2026, selling an estimated $230K and leaving 137,229 shares worth $12.1M. The position accounts for 0.02% of the portfolio, ranked #837.

Commonwealth Equity Services first reported a position in AVSU in Q4 2022 and has held it in 14 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

Commonwealth Equity Services held 137,229 shares of Avantis Responsible US Equity ETF worth $12.1M as of Q2 2026.
Commonwealth Equity Services sold 2,746 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $230K.
Avantis Responsible US Equity ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #837 holding.
Commonwealth Equity Services first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 14 quarters since.
90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.